Welch & Forbes LLC Ishares California Muni Bond E Transaction History

Welch & Forbes LLC

$7.73 Billion
Q3 2024

A detailed history of Welch & Forbes LLC transactions in Ishares California Muni Bond E stock. As of the latest transaction made, Welch & Forbes LLC holds 3,479 shares of CMF stock, worth $198,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,479

Holding current value

$198,685

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$56.65 - $58.17 $197,085 - $202,373	3,479 New	3,479 $202,000
Q4 2023 Feb 06, 2024	BUY	$53.93 - $58.09 $187,622 - $202,095	3,479 New	3,479 $201,000

Others Institutions Holding CMF

# of Institutions

289

Shares Held

38.7M

Call Options Held

Put Options Held

4.5K

Charles Schwab Investment Management Inc San Francisco, CA

13.2M
Shares

$756 Million
0.15% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$103 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.36M
Shares

$77.6 Million
0.01% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

1.31M
Shares

$74.8 Million
0.68% of portfolio
Facet Wealth, Inc.

992K
Shares

$56.7 Million
1.6% of portfolio

View Full List

About ISHARES CALIFORNIA MUNI BOND E

Ticker CMF
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